Wealth Management Digital Trainer Role

Elevate digital transformation in wealth management with iA as a Wealth Enablement Trainer. Lead training initiatives that empower advisors to effectively use digital tools and enhance client engagement.
In this pivotal role, you will shape the digital skills of advisors and support teams through tailored training sessions, both virtual and in-person. Your ability to simplify complex technical workflows will drive productivity and ensure client service excellence. Collaborating with teams, you will support adoptions of new technologies and continuously refine training resources.
Key Responsibilities:
• Deliver instructor-led and virtual training for advisors
• Ensure effective use of tools for client service enhancement
• Create training materials relevant to advisor needs
• Support implementation of new digital initiatives
• Collect user feedback to enhance training effectiveness
Requirements:
• Proven experience in wealth management training
• Strong pre...